We prefer to start by conversing with you as you let us in on your life, values and beliefs. This way we have a better picture of your goals which is paramount in determining the Investment Policy Statement (IPS), a guideline that alludes the exact steps to be taken in integrating various aspects of your life in order to fulfill your ultimate goals.

Once we have a good picture of where you want to go, together we create a blueprint structure that suits your
goals, beliefs, risk appetite and financial constraints known as an IPS to guide us to your destination. We also develop contingency plans for unexpected circumstances in order to protect the blueprint.

Implementing the plan will as much as possible be done as set out by the blueprint but may sometimes involve modified arrangements. We liaise with our service providers and other professionals pertaining to the implementation of the agreed plan.

In order to stay relevant in a dynamic and interwoven world, we may have to keep updating your investor profile and investment strategy. Our team will reach out to you and keep you abreast of the performance of your portfolio periodically. We also let you know when material modification is needed in order to make sure your objectives are satisfied.

We like it when you reach out to us even beyond investment issues because we understand that life is so much more than just money.